Social Security Confusion: How To Use It and How To Fix It
July 18, 2025
Today, Paul dives into one of the most misunderstood aspects of financial planning: Social Security. Almost no one Paul talks to fully
- October 15, 2024
What Happens When You Inherit a Non-Qualified Annuity?
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Some assets are pretty tricky for someone to inherit because they create a lot of tax problems for the inheritor. Today, Paul talks about what happens when you inherit a non-qualified annuity. Do you pull money out and pay taxes on all of it? Do you annuitize it and hope you outlive your life expectancy? Paul answers these questions and encourages investors to avoid these kinds of problems by not getting their money tangled up in these kinds of products from the start.
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